Reflection Asset Management, LLC
● SEC registered since 2020CRD 306663SEC# 801-119521
Reg. AUM
$228.9M
Employees
3
Accounts
121
Location
—
Reflection Asset Management, LLC assets under management
Reflection Asset Management, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2020. It reports $228.9 million in regulatory assets under management and employs 3 people.
Reflection Asset Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dennis Richard Mason | Cco | Under 5% | 2022 |
| Jason T Britton Control | Chief Executive Officer | Over 75% | 2019 |
Frequently asked questions
How much does Reflection Asset Management, LLC manage?
Reflection Asset Management, LLC reports $228.9 million in regulatory assets under management on its Form ADV.
How many employees does Reflection Asset Management, LLC have?
Reflection Asset Management, LLC reports 3 employees.
Does Reflection Asset Management, LLC disclose fund performance?
Reflection Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 617-584-4042 |
| Office hours | 9:00 a.m. To 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$228.9M▲ 39%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$228.9Mregulatory AUM
Discretionary $228.9M